InfoFlo
Simple. Affordable CRM #1 CRM for Outlook·carmelvision.com
InfoFlo is a contact management and CRM solution offering the most seamless Outlook integration on the market, available as either a cloud subscription or a one-time-cost on-premise package. It includes add-ons such as email marketing, invoicing, document management, project management, and VOIP calling via InfoFlo Talk. Mobile apps for iPhone and Android let users access contacts and sales pipeline data on the go.
What it's for
Features 22
- Advanced Linking
- Advanced Permissions
- Advanced Search
- Advanced Tasks
- Call History and Call Recording
- Document Auto Naming
- Document Management
- Email Analytics
- Email Marketing
- Event Management
- Google Sync
- InfoFlo Talk (VOIP calling)
- Invoicing
- List Management
- Mobile apps for iPhone and Android
- Outlook contact, calendar, and email sync
- Project Management
- QuickBooks Desktop Sync
- Reporting Templates
- Scheduled Backup
- Shared Calendar
- SMS integration
At a glance
Integrations
Pricing
On-premise package is a one-time cost of $99 per user (not monthly recurring), with free lifetime upgrades. Cloud plans are billed monthly ($30 or $35) with different numbers of included add-ons.
$99 one-time cost per user; on-premise deployment, own your data, no server required is not mentioned for this plan.
One time cost per user; includes free upgrades for life
Cloud subscription, low upfront fees, no server required, access data anywhere, phone support.
Basic Features + Pick Any 3 Add-ons
Cloud subscription tier with more included add-ons than Cloud Starter.
Basic Features + Pick Any 5 Add-ons